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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Equity
Mid Cap
Very High Risk
+23.79%
3Y annualised
+0.55% 1D
NAV: 16 Jan '26
₹18.06
Min. SIP amount
₹100
Fund size
₹1,406.61 Cr
Expense ratio
0.43%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,627 | +6.04% | |
| 3 years | ₹1,80,000 | ₹2,35,399 | +30.78% |
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd. | Services | Equity | 5.00% |
| Hero Motocorp Ltd. | Automobile | Equity | 5.00% |
| Muthoot Finance Ltd. | Financial | Equity | 4.84% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.39% |
| Cummins India Ltd. | Capital Goods | Equity | 4.03% |
| The Federal Bank Ltd. | Financial | Equity | 3.92% |
| L&T Finance Ltd. | Financial | Equity | 3.67% |
| One97 Communications Ltd. | Services | Equity | 3.62% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.28% |
| Max Financial Services Ltd. | Financial | Equity | 2.99% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.94% |
| Aditya Birla Capital Ltd. | Financial | Equity | 2.88% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.82% |
| UPL Ltd. | Chemicals | Equity | 2.79% |
| IDFC First Bank Ltd. | Financial | Equity | 2.77% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.56% |
| GMR Airports Ltd. | Construction | Equity | 2.42% |
| Indian Bank | Financial | Equity | 2.41% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.39% |
| Persistent Systems Ltd. | Technology | Equity | 2.24% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.94% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.91% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.82% |
| Coforge Ltd. | Technology | Equity | 1.80% |
| Indus Towers Ltd. | Communication | Equity | 1.76% |
| SRF Ltd. | Chemicals | Equity | 1.75% |
| Polycab India Ltd. | Capital Goods | Equity | 1.52% |
| MRF Ltd. | Automobile | Equity | 1.46% |
| Lupin Ltd. | Healthcare | Equity | 1.42% |
| Vodafone Idea Ltd. | Communication | Equity | 1.36% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.32% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.25% |
| UNO Minda Ltd. | Automobile | Equity | 1.22% |
| Marico Ltd. | Consumer Staples | Equity | 1.19% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.04% |
| JK Cement Ltd. | Construction | Equity | 1.00% |
| Coromandel International Ltd. | Chemicals | Equity | 0.97% |
| Biocon Ltd. | Healthcare | Equity | 0.92% |
| Bank of India | Financial | Equity | 0.91% |
| Sundaram Finance Ltd. | Financial | Equity | 0.90% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.87% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.83% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.68% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.60% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.47% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.44% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.41% |
| 3M India Ltd. | Consumer Staples | Equity | 0.40% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.40% |
| Abbott India Ltd. | Healthcare | Equity | 0.39% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -2.3% | +1.9% | +23.8% | +20.8% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 42 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +9.05% | +27.46% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +12.02% | +27.44% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.46% | +26.18% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.08% | +25.68% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.68% | +25.44% | 1,178.20 | |
| Compare | ||||
Fund management
BJBhavesh JainNov 2022 - PresentView details
BJ
Bhavesh Jain
Nov 2022 - Present
View details
BLBharat LahotiNov 2022 - PresentView details
BL
Bharat Lahoti
Nov 2022 - Present
View details
About Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,68,087 Cr and the Latest NAV as of 16 Jan 2026 is ₹18.06.
The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index
Fund house
Rank (total assets)#15 in India
Total AUM₹1,68,086.73 Cr
Date of Incorporation30 Apr 2008
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,